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Morningstar

Sales Operations Associate

Toronto, ON, Canada

Pay: $47,476.00-$69,634.66
Job type: Full-time
Experience: 1-2 years experience with Salesforce Customer Relationship Management (CRM) and ideally Marketing Cloud Account Engagement (Pardot)
Posting language: English
Posted: Sep 25, 2026

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Original job description

The Role:

DBRS Morningstar is seeking a Sales Operations Associate to provide global support for regional demand generation teams worldwide. The role reports to the Global Salesforce Administrator for DBRS Morningstar and will focus on identifying and delivering on new projects that will help business development team members get more done with less work.

The ideal candidate possesses a solid understanding of B2B marketing automation, CRM, and sales outreach platforms and is capable of configuring software tools as needed to manage the contact-level data used to coordinate, execute, and measure marketing campaigns. Previous work experience within the financial services industry is ideal yet not required for candidates who can demonstrate their ability to learn quickly and excel within a fast-paced environment.

Required capabilities

1-2 years experience with Salesforce Customer Relationship Management (CRM) and ideally Marketing Cloud Account Engagement (Pardot)
Interest in the financial services industry
Strong problem-solving and communication skills
Excellent quantitative skills with a desire to analyze everything
Proficient in Microsoft Office applications (Outlook, Word, Excel, and PowerPoint)
Bachelor's Degree

Ideal qualifications

Experience in the financial services industry
Experience working in a sales or marketing team
Experience with Oracle and invoicing workflows
Experience in applying AI tools towards getting more done with less manual effort

Responsibilities

The core responsibilities of the role are maintaining data integrity, the administration of marketing automation tools and contact data, and efficient project management:

Maintain data integrity

Administer reviews of Salesforce data, run bulk ingestion of new data, and execute bulk edits on existing data
Implement and maintain data validation rules and workflows within Salesforce
Create and maintain documentation on the configuration of objects and fields in Salesforce and Marketing Cloud Account Engagement (Pardot)

Marketing automation administration

Cleanse and segment contact databases used to implement direct marketing strategies
Support regional marketing teams with their execution of outbound marketing campaigns
Analyze past direct marketing campaigns and recommend improvements to future campaigns

Efficient project management

Work with business development team members to imagine how we might get more done with less work
Takes initiative to lead projects and is comfortable with managing and prioritizing multiple projects in parallel
Skilled in engaging stakeholders across departments to coordinate data flows across systems
Maintain and develop reports to communicate the business benefits of ongoing projects, and future project plans

Compensation and Benefits

At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:

Financial Health
- 100% 401k match up to 6% of salary
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
Physical Health
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
Emotional Health
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
- Tuition Reimbursement
Social Health
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups

Base Salary Compensation Range

$47,476.00-$69,634.66

Incentive Target Percentage

7.5% Annual

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.

R08_DBRSLtdCanada DBRS Limited - Canada Legal Entity

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More about this job

Responsibilities

The role focuses on maintaining data integrity within Salesforce and administering marketing automation tools to support regional demand generation. Additionally, the associate will manage projects to improve business development efficiency and coordinate data flows across various systems.

Requirements

Candidates should have 1-2 years of experience with Salesforce CRM and proficiency in Microsoft Office applications. A bachelor's degree is required, along with strong problem-solving, communication, and quantitative skills.

Skills

Salesforce
CRM
Marketing automation
Pardot
Data integrity
Project management
Communication skills
Problem-solving
Quantitative skills
Microsoft Office
Data validation
Database segmentation
Outbound marketing
Stakeholder engagement
Reporting
Financial services

Benefits

401k match
Stock ownership potential
Life insurance
Medical insurance
Dental insurance
Vision insurance
HSA contributions
Wellness incentives
Disability insurance
Trust-based time off
Paid sabbatical program
Paid family caregiving leave
Paid parental leave
Adoption assistance
Leadership coaching
Mentorship opportunities
Annual flex stipend
Tuition reimbursement
Charitable matching gifts
Paid volunteering days

Visa sponsorship

Not detected in the job text

Keywords

Sales Operations
Salesforce
CRM
Marketing Cloud Account Engagement
Pardot
B2B Marketing
Data Integrity
Data Validation
Marketing Automation
Financial Services
Project Management
Oracle
Invoicing
AI Tools
Demand Generation
Database Segmentation
Outbound Marketing
Stakeholder Management
Reporting
Microsoft Office
Outlook
Word
Excel
PowerPoint

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